Our experience

our competence and professional experience

My journey to 3D Investing

My 3D investing career really started in 1991 when I became an independent financial adviser, entirely focused on ethical investments.  This stood me in good stead to learn what motivated clients and how their needs could best be met.  13 years later I sold my client bank of over 1000 to concentrate on developing a specialist portfolio management service in conjunction with King & Shaxson, a boutique investment firm.  The motivation was always to offer something a bit more ethical, a bit more engaging and a bit truer to the values I hold.  This has developed further in 3D Investing, a suite of services to enable a range of asset managers and advisers to offer distinctive portfolios for their socially motivated clients.

Life as an IFA

Having been an independent financial adviser for many years, means that I understand what it’s like to advise socially motivated clients – meeting regulatory requirements, balancing conflicting client needs and managing costs and time.  After working for a small firm in the Midlands I set up Ethical Money as a sole trader, then as a limited company with a team of 9 and ethical client bank of over 1000, selling the business to focus on developing discretionary portfolios.

eia logoDuring this time I established the Ethical Investment Association, the industry body for ethical IFAs, wrote several guides to ethical funds that achieved national publicity in the press and was heavily involved in developing the industry at an early stage.

Ethical Research

I have provided ethical screening and research services to several private client companies since 1995, including Redmayne Bentley, Brewin Dolphin, Gerrards, Philip Securities and in more recent times, Smith & Williamson and King and Shaxson.  All of these have sought independent verification of stock suitability for specific clients, and also profiling of companies.  Sector analysis and identification of potentially suitable solutions based companies has also been undertaken.

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The information in this website is aimed at UK Investment Professionals (i.e. regulated firms) only. Any persons who do not fall within the definition of Investment Professional should not use or rely on the information in this website and should seek professional advice regarding their investments.